Private Family Office Coordinator
Website Schneider Downs & Co., Inc.
We’re proud of our client roster of well-established regional businesses, not-for-profits and exciting start-ups. But we are even more proud that we’ve never lost focus on what is really important: the personal connections we make with every client. Big Thinking. Personal Focus. This is what has made us who we are today, and it will guide our actions in the future.
As the Private Family Office Coordinator, you will be responsible for…
- Develop and preserve trusting client relationships
- Provide concierge financial services and support, including but not limited to bill pay and treasury management services, document management, tax data collection, charitable donor due diligence and family gifting monitoring, emergency and travel coordination, assistance with trust administration and insurance maintenance
- Establish internal and external relationships with professional service providers to facilitate the delivery of an integrated client plan
- Research and resolve client inquiries and requests independently and efficiently
- Manage confidential information and maintain confidentiality
- Collaborate with other team members to achieve the goals and objectives of the client and PFO group
As the Private Family Office Coordinator, you will have…
- Bachelor’s or associate’s degree preferred; however, demonstrated related experience may be considered in lieu of preferred education
- Experience in client support role preferred
- Excellent client-facing, interpersonal, organizational, and client-service delivery capabilities
- Strong verbal and written communication skills
- Ability to work in a fast-paced, high-intensity work environment
- Effectively manage multiple tasks with frequent interruptions
- Heightened critical thinking skills and innate curiosity to learn
- Self-motivated and detail-oriented with the ability to prioritize and organize workflow
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- At Schneider Downs, we recognize that our culture is our identity. It is the building block of what makes us unique. Even as we grow, we are working hard to retain that same close-knit culture and continuously promote a positive, supportive work environment through our core values: Care, Integrity, Balance,
- Respect and Drive.
We strive to provide a work/life balance that fits each and every one of our employees. We are pleased to present a comprehensive benefits package that makes being employed by Schneider Downs more than just work. Below are some of the benefits we offer.
Competitive compensation
Insurance, including health, dental, and vision, begins on day one
20+ days of paid time off and 12 paid holidays
Parental leave, family care leave, and personal days
401(k) plans and profit sharing
Education assistance program, qualified transportation reimbursement plan, and pet insurance
To apply for this job please visit schneiderdowns.csod.com.
